Difference between revisions of "Including XML on an MS Word Merge Document"

Revision as of 10:24, 21 August 2013

This article explains how to use the data stored within a SmartSimple XML field on a Word Merge document.

Word Merges can either draw in a single value from an XML "node" or the XML data can be displayed as a table.

Syntax

For single values from an XML node use the following syntax in the "Values" section of the Word Merge custom field:

Example: project_budget=@xml.Submission Budget.Total-Expenses.total-exp.currency(total-expenses.nodevalue)@;

To display data in a table (dynamic number of rows) use the same syntax as used on a web page view (Custom_Field_Type:_Special_-_XML_Data) and delimit the cells using pipes ("|"). Note that there is a pipe ("|") at the beginning and end of the row.

table_x=@xml.fieldname.sectionname.nodename[#|~childnodename.nodevalue~|~childnodename.nodevalue~|#]@

Example: table_5=@xml.Submission Budget.Other-Grants.Funders[#|~Funder.nodevalue~|~currency(Amount.nodevalue)~|#]@;

This example would render in a table with two columns. To specify the table use: "table_x =" where x is the table number as it appears in the template document. In the example above, the XML data will be merged into the fifth table in the Word document. Each XML section must be displayed in a separate table.

See Also

To set up a Word merge:

• Step 1 - Create the MS Word document that will be used as the template.
• Step 2 - Upload the Word document to a SmartFolder.
• Step 3 - Create a Special - MS Word Merge custom field.

Advanced Word Merge Features Include:

• Exporting List View Results to Microsoft Word
• Uploading a MS Word Merge Document to a Custom Field
• Including Tables in a Word Merge Document
• Using ReportProperty with a Word Merge Document
• Including Check Boxes on an MS Word Merge Document
• Including XML on an MS Word Merge Document
• Using Conditional Logic on a MS Word Merge Document